Polaris Wealth Advisory Group’s Southwest Airlines LUV Stock Holding History

Polaris Wealth Advisory Group’s Portfolio LUV Stock Details LUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-144,123	Closed	-$5.21M	–	170
2022 Q2	$5.21M	Buy	+144,123	New	+$6.2M	0.42%	57
2021 Q2	–	Sell	-114,954	Closed	-$7.29M	–	192
2021 Q1	$7.29M	Buy	114,954 +17,007	+17%	+$905K	0.47%	68
2020 Q4	$4.6M	Buy	+97,947	New	+$4.24M	0.34%	85
2019 Q1	–	Sell	-62,305	Closed	-$2.9M	–	162
2018 Q4	$2.9M	Buy	62,305 +62,155	+41,437%	+$3.3M	0.27%	65
2018 Q3	$9K	Sell	150 -817	-84%	-$47.8K	﹤0.01%	411
2018 Q2	$55K	Sell	967 -150	-13%	-$7.9K	﹤0.01%	127
2018 Q1	$64K	Buy	+1,117	New	+$67.1K	0.01%	203
2016 Q2	–	Sell	-316,458	Closed	-$14.2M	–	120
2016 Q1	$14.2M	Buy	316,458 +85,749	+37%	+$3.49M	2.22%	12
2015 Q4	$9.93M	Buy	230,709 +47,339	+26%	+$2.1M	1.6%	26
2015 Q3	$6.97M	Buy	+183,370	New	+$6.77M	1.43%	33

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Polaris Wealth Advisory Group's LUV Position: Q3 2022 in Review

Polaris Wealth Advisory Group sold out of Southwest Airlines (LUV) in Q3 2022, closing a stake of 144,123 shares — an estimated $5.21M sold.

Polaris Wealth Advisory Group first reported a position in LUV in Q3 2015 and held it in 10 quarters. The position peaked at $14.2M in Q1 2016. 884 funds tracked by Wall St. Rank hold LUV as of Q3 2022.

Polaris Wealth Advisory Group reported no remaining Southwest Airlines position as of Q3 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 144,123 Southwest Airlines shares in Q3 2022, an estimated $5.21M.
Polaris Wealth Advisory Group first reported a position in Southwest Airlines in Q3 2015 and held it in 10 quarters.
Polaris Wealth Advisory Group's Southwest Airlines position peaked at $14.2M in Q1 2016.
884 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2022, filed 12 Oct 2022.